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ASX and international opportunities in an expensive world

There’s no question nabtrade investors are concerned about valuations as some areas of the market continue to defy gravity. But not everything is expensive, and there are pockets of opportunity for those willing to look beyond the megacaps. Forager Funds’ founder and CIO Steve Johnson joins this episode of the Your Wealth Podcast.
Gemma Dale | nabtrade
11 December 2025
Created by potrace 1.15, written by Peter Selinger 2001-2017 31 min listen

Forager Funds’ founder and CIO Steve Johnson joins the podcast to share:

  • Whether AI will really allow large corporates to ‘vibe code’ their way to success
  • Why sport can be an exciting opportunity for the right team or code
  • When striking skydivers can ruin your thesis
  • The opportunities you should be looking at right now, and
  • Which beaten up sectors have problems that are too difficult to solve.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Your Wealth Gemma Dale
About the Author
Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.